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San Juan Capistrano, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| NC | RA | APPROVED | 2020-10-01 |
Branch Locations
San Juan Capistrano, CA • United States
Wilmington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ells Cpa'S And Business Advisors | Santa Ana | CA | 12/1977 | 12/2018 |
| Ells Financial Services Llc | Santa Ana | CA | 03/2015 | 07/2019 |
| Lsl Financial Services, Llc | San Juan Capistrano | CA | 10/2018 | Present |
| Lsl Financial Services, Llc | San Juan Capistrano | CA | 03/2019 | Present |
| Lance, Soll & Lunghard, Llp | Santa Ana | CA | 01/2018 | Present |
1) DESMOND VENTURES, INC. 1611 E FOURTH ST. STE. 200 SANTA ANA, CA 92701; ACTING PRESIDENT TO CLOSE DOWN THE BUSINESS AND SELL THE REAL ESTATE; NOT INVESTMENT-RELATED; 2 HOURS PER WEEK. 2) LANCE, SOLL & LUNGHARD, LLP, 1611 E FOURTH STREET, SUITE 200, SANTA ANA, CA 92701-5117; START DATE: 1/1/18: TITLE: CONSULTANT; NO OWNERSHIP; PUBLIC ACCOUNTING FIRM; 200 HOURS PER MONTH; CPA BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-04 |
| S66 | Uniform Combined State Law Examination | 2001-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-11 |
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